Before you create a Workflow, make sure you have all the Stages already created. To see how to create new Stages, click HERE.


To be create a new Workflow, you'll first have to go to Company Admin (1), Contract Administration (2), and then Workflow Template Administration (3).


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Once inside Workflow Administration, you'll see a gird full of all your existing Workflows. Above that grid, will be a green + (A), which is where you'll go to create your new Workflow.


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When you create your new Workflow, there are a few settings that need to be initially configured:


(A) Workflow Name - No limit on characters, but we recommend keeping your Workflow name as concise as possible for easier selection from the dropdown lists.


(B) Assignee's Locked - Enabling this option will prevent anyone other than an Admin from adjusting the Users Assigned to a Stage. More information about Adding Assignee's from a Contract can be found HERE.


(C) Only Current Assignee Can Update Stage - Enabling this option will make it so only a User who is assigned to a Stage can advance the Workflow. More information about Workflow Security Options can be found HERE.


(D) Add New - This will add another Stage Selector to the list below.


(E) Stage Selector, Ordering, & Skipping - Each dropdown allows you to select from your list of Stages. While a single Stage can be a part of multiple Workflows at once, a Workflow can only contain a single Stage one time. You can rearrange the order of your Stages by grabbing the number next to the dropdown and dragging it to the correct order. By default, a Workflow can only be completed in sequential order, however you can allow any of your Stages to be optionally Skipped by checking the box to the right of the Stage.


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After you have your Workflow assembled in the order you need, you can Save.


Your Workflow will be in the grid, and is now ready to use as a basic Workflow that will track where your Contract is in it's life cycle.


Stage Configuration


To further configure your Workflow by adding Assignee's, reminders, directions, and more, see you'll need to click the Workflow name and go to the Stage Configuration (A) option that is now available. More information on the options available to you can be found HERE.


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